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New Age Alpha Advisors’s Philip Morris PM Stock Holding History

New Age Alpha Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.98M Sell
17,997
-1,421
-7% -$247K 0.14% 214
2025
Q4 		$3.11M Buy
19,418
+13,716
+241% +$2.12M 0.13% 223
2025
Q3 		$925K Hold
5,702
– – 0.04% 430
2025
Q2 		$1.04M Sell
5,702
-7,944
-58% -$1.36M 0.05% 413
2025
Q1 		$2.17M Buy
13,646
+4,689
+52% +$664K 0.1% 298
2024
Q4 		$1.08M Buy
8,957
+8,800
+5,605% +$1.11M 0.04% 438
2024
Q3 		$19.1K Buy
+157
New +$18.2K 0.01% 84

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Age Alpha Advisors's PM Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Philip Morris (PM) stake by 7.3% in Q1 2026, selling an estimated $247K and leaving 17,997 shares worth $2.98M. The position accounts for 0.14% of the portfolio, ranked #214.

New Age Alpha Advisors first reported a position in PM in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.11M in Q4 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • New Age Alpha Advisors held 17,997 shares of Philip Morris worth $2.98M as of Q1 2026.
  • New Age Alpha Advisors sold 1,421 Philip Morris shares in Q1 2026, an estimated $247K.
  • Philip Morris made up 0.14% of New Age Alpha Advisors's portfolio in Q1 2026, its #214 holding.
  • New Age Alpha Advisors first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Philip Morris position peaked at $3.11M in Q4 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.